SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST
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Cite this
Plain text SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/san-diego-city-employees-retiree-medical-trust-454698959. Retrieved 2026-11-09.
APA furp.org. (n.d.). SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST [Nonprofit organization profile; tax years 2014–2024]. Retrieved November 9, 2026, from https://furp.org/org/san-diego-city-employees-retiree-medical-trust-454698959
MLA “SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST.” furp.org, tax years 2014–2024, https://furp.org/org/san-diego-city-employees-retiree-medical-trust-454698959. Accessed 9 Nov. 2026.
Retrieved 2026-11-09; covers tax years 2014–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $63.3M · expenses $14.3M · assets $288.8M
- Also known as
- MEDICAL TRUST
- EIN
- 45-4698959
- Address
- 1843 HOTEL CIR S STE 300, SAN DIEGO, CA 92108-3322
- NTEE code
- Y20 Insurance Providers (Mutual and Membership Benefit) published (IRS Business Master File)
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- October 2013 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE TRUST PROVIDES A VEHICLE TO WHICH CONTRIBUTIONS FROM THE CITY AND PARTICIPATING EMPLOYEES ARE PAID AND THROUGH WHICH THE TRUSTEES CAN CREATE AND ADMINISTER ONE OR MORE EMPLOYEE WELFARE BENEFIT PLANS FOR THE PARTICIPANTS AND THEIR BENEFICIARIES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
15 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Michael Zucchet | SECRETARY | 2014-2024 | $367,712 | $3,255,965 | 1 |
| Joel Tien | TRUSTEE | 2019-2024 | $225,167 | $1,136,109 | 1 |
| Debra Bevier | CHAIRPERSON | 2014-2024 | $0 | $832,018 | 1 |
| Michael Carr | TRUSTEE | 2024 | $136,337 | $136,337 | 1 |
| Mat Kostrinsky | TRUSTEE | 2024 | $39,600 | $39,600 | 1 |
| Mike Carr (former) | TRUSTEE | 2020-2023 | $125,442 | $438,169 | 1 |
| James Gartland (former) | TRUSTEE | 2014-2016 | $125,000 | $338,000 | 1 |
| Louis Maggi (former) | TRUSTEE | 2015-2017 | $124,974 | $316,180 | 1 |
| Franklin Lamberth (former) | TRUSTEE | 2014-2016 | $63,000 | $191,000 | 1 |
| Andres Alva-Cardenes (former) | TRUSTEE | 2022-2023 | $96,383 | $177,157 | 1 |
| Maureen Hodges (former) | TRUSTEE (THRU 07/20) | 2018-2020 | $0 | $159,259 | 1 |
| Joel Tien As Of 0219 (former) | TRUSTEE | 2018 | $140,057 | $140,057 | 1 |
| Jeff Jordon (former) | TRUSTEE | 2014 | $101,579 | $101,579 | 1 |
| Lou Maggi (former) | TRUSTEE | 2014 | $88,361 | $88,361 | 1 |
| Maureen Hodges As Of 218 (former) | TRUSTEE | 2017 | $58,384 | $58,384 | 1 |
Officers and directors, no compensation reported
3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Louis Maggi Thru 0219 (former) | TRUSTEE | 2018 | 1 | $0 reported | 1 |
| James Gartland Thru 218 (former) | TRUSTEE | 2017 | 1 | $0 reported | 1 |
| Franklin Lamberth Thru 1117 (former) | TRUSTEE | 2017 | 1 | $0 reported | 1 |
People by year
2024 · 5 people listed · 4 paid, $769K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL ZUCCHET | SECRETARY | 1 | $0 | $330,607 | $37,105 | $367,712 | 1 |
| JOEL TIEN | TRUSTEE | 1 | $0 | $197,267 | $27,900 | $225,167 | 1 |
| MICHAEL CARR | TRUSTEE | 1 | $0 | $120,261 | $16,076 | $136,337 | 1 |
| MAT KOSTRINSKY | TRUSTEE | 1 | $0 | $39,600 | $0 | $39,600 | 1 |
| DEBRA BEVIER | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 5 people listed · 4 paid, $783K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL ZUCCHET | SECRETARY | 1 | $0 | $307,883 | $34,202 | $342,085 | 1 |
| JOEL TIEN | TRUSTEE | 1 | $0 | $194,442 | $24,620 | $219,062 | 1 |
| MIKE CARR | TRUSTEE | 1 | $0 | $109,761 | $15,681 | $125,442 | 1 |
| ANDRES ALVA-CARDENES | TRUSTEE | 1 | $0 | $96,383 | $0 | $96,383 | 1 |
| DEBRA BEVIER | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 5 people listed · 4 paid, $715K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL ZUCCHET | SECRETARY | 1 | $0 | $288,013 | $39,959 | $327,972 | 1 |
| JOEL TIEN | TRUSTEE | 1 | $0 | $163,885 | $23,440 | $187,325 | 1 |
| MIKE CARR | TRUSTEE | 1 | $0 | $101,949 | $17,331 | $119,280 | 1 |
| ANDRES ALVA-CARDENES | TRUSTEE | 1 | $0 | $80,774 | $0 | $80,774 | 1 |
| DEBRA BEVIER | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 4 people listed · 3 paid, $596K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL ZUCCHET | SECRETARY | 1 | $0 | $279,917 | $39,062 | $318,979 | 1 |
| JOEL TIEN | TRUSTEE | 1 | $0 | $159,366 | $23,200 | $182,566 | 1 |
| MIKE CARR | TRUSTEE | 1 | $0 | $66,402 | $27,741 | $94,143 | 1 |
| DEBRA BEVIER | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 5 people listed · 3 paid, $592K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL ZUCCHET | SECRETARY | 1 | $0 | $272,391 | $48,519 | $320,910 | 1 |
| JOEL TIEN | TRUSTEE | 1 | $0 | $171,934 | $0 | $171,934 | 1 |
| MIKE CARR | TRUSTEE (AS OF 07/20) | 1 | $0 | $99,304 | $0 | $99,304 | 1 |
| DEBRA BEVIER | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| MAUREEN HODGES | TRUSTEE (THRU 07/20) | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 4 people listed · 4 paid, $643K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL ZUCCHET | SECRETARY | 1 | $0 | $265,785 | $29,236 | $295,021 | 1 |
| JOEL TIEN | TRUSTEE | 1 | $0 | $150,055 | $0 | $150,055 | 1 |
| DEBRA BEVIER | CHAIRMAN | 1 | $0 | $109,009 | $0 | $109,009 | 1 |
| MAUREEN HODGES | TRUSTEE | 1 | $0 | $89,038 | $0 | $89,038 | 1 |
2018 · 5 people listed · 4 paid, $592K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL ZUCCHET | SECRETARY | 1 | $0 | $234,576 | $38,152 | $272,728 | 1 |
| JOEL TIEN AS OF 0219 | TRUSTEE | 1 | $0 | $140,057 | $0 | $140,057 | 1 |
| DEBRA BEVIER | CHAIRMAN | 1 | $0 | $109,009 | $0 | $109,009 | 1 |
| MAUREEN HODGES | TRUSTEE | 1 | $0 | $70,221 | $0 | $70,221 | 1 |
| LOUIS MAGGI THRU 0219 | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 6 people listed · 4 paid, $616K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL ZUCCHET | SECRETARY | 1 | $0 | $247,975 | $27,277 | $275,252 | 1 |
| DEBRA BEVIER | CHAIRMAN | 1 | $0 | $157,000 | $0 | $157,000 | 1 |
| LOUIS MAGGI | TRUSTEE | 1 | $0 | $124,974 | $0 | $124,974 | 1 |
| MAUREEN HODGES AS OF 218 | TRUSTEE | 1 | $0 | $58,384 | $0 | $58,384 | 1 |
| JAMES GARTLAND THRU 218 | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| FRANKLIN LAMBERTH THRU 1117 | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 5 people listed · 5 paid, $694K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL ZUCCHET | secretary | 1 | $0 | $211,438 | $34,579 | $246,017 | 1 |
| DEBRA BEVIER | chairman | 1 | $0 | $157,000 | $0 | $157,000 | 1 |
| JAMES GARTLAND | TRUSTEE | 1 | $0 | $125,000 | $0 | $125,000 | 1 |
| louis maggi | tRUSTEE | 1 | $0 | $102,845 | $0 | $102,845 | 1 |
| FRANKLIN LAMBERTH | TRUSTEE | 1 | $0 | $63,000 | $0 | $63,000 | 1 |
2015 · 5 people listed · 5 paid, $664K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL ZUCCHET | secretary | 1 | $0 | $217,950 | $36,510 | $254,460 | 1 |
| DEBRA BEVIER | chairman | 1 | $0 | $157,000 | $0 | $157,000 | 1 |
| JAMES GARTLAND | TRUSTEE | 1 | $0 | $101,000 | $0 | $101,000 | 1 |
| louis maggi | tRUSTEE | 1 | $0 | $88,361 | $0 | $88,361 | 1 |
| FRANKLIN LAMBERTH | TRUSTEE | 1 | $0 | $63,000 | $0 | $63,000 | 1 |
2014 · 6 people listed · 6 paid, $745K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL ZUCCHET | SECRETARY | 1 | $0 | $200,683 | $34,146 | $234,829 | 1 |
| DEBRA BEVIER | CHAIRMAN | 1 | $0 | $143,000 | $0 | $143,000 | 1 |
| JAMES GARTLAND | TRUSTEE | 1 | $0 | $112,000 | $0 | $112,000 | 1 |
| JEFF JORDON | TRUSTEE | 1 | $0 | $101,579 | $0 | $101,579 | 1 |
| LOU MAGGI | TRUSTEE | 1 | $0 | $88,361 | $0 | $88,361 | 1 |
| FRANKLIN LAMBERTH | TRUSTEE | 1 | $0 | $65,000 | $0 | $65,000 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $303K
| Name | Location | Service | Paid |
|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | SPOKANE, WA | PLAN ADMINISTARTOR | $303,188 |
2023 · 1 contractor · $275K
| Name | Location | Service | Paid |
|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | SPOKANE, WA | PLAN ADMINISTARTOR | $275,214 |
2022 · 1 contractor · $259K
| Name | Location | Service | Paid |
|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | SPOKANE, WA | PLAN ADMINISTARTOR | $259,370 |
2021 · 1 contractor · $241K
| Name | Location | Service | Paid |
|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | SPOKANE, WA | PLAN ADMINISTRATOR | $240,651 |
2020 · 1 contractor · $217K
| Name | Location | Service | Paid |
|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | ROLLING MEADOWS, IL | PLAN ADMINISTRATOR | $216,919 |
2019 · 1 contractor · $190K
| Name | Location | Service | Paid |
|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | ROLLING MEADOWS, IL | PLAN ADMINISTRATOR | $189,864 |
2017 · 2 contractors · $313K
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLS FARGO ADVISORS | LA JOLLA, CA | INVESTMENT ADVISOR | $207,609 |
| MCGREGOR AND ASSOCIATES INC | SAN DIEGO, CA | ADMINISTRATOR | $105,452 |
2016 · 1 contractor · $182K
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLS FARGO ADVISORS | LA JOLLA, CA | INVESTMENT ADVISOR | $182,324 |
2015 · 1 contractor · $235K
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLS FARGO ADVISORS | LA JOLLA, CA | INVESTMENT ADVISOR | $235,387 |
2014 · 1 contractor · $218K
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLS FARGO ADVISORS | LA JOLLA, CA | INVESTMENT ADVISOR | $217,994 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $63,271,711 | $14,332,681 | $288,823,021 | $288,792,699 | $0 | $17,243,128 | $0 | 0 | 5 |
| 2023 · Form 990 | ||||||||
| $26,610,228 | $12,890,166 | $272,233,327 | $272,209,766 | $0 | $15,799,833 | $0 | 0 | 5 |
| 2022 · Form 990 | ||||||||
| $21,277,116 | $12,343,069 | $240,422,787 | $240,400,590 | $0 | $17,343,906 | $0 | 0 | 5 |
| 2021 · Form 990 | ||||||||
| $31,450,538 | $10,836,298 | $249,053,704 | $249,032,840 | $0 | $22,389,847 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $27,810,860 | $9,051,232 | $241,533,875 | $241,511,895 | $0 | $22,107,462 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $28,749,305 | $8,329,594 | $179,993,093 | $179,975,246 | $0 | $21,437,861 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $25,715,730 | $5,424,176 | $171,047,260 | $171,040,491 | $0 | $19,934,276 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $24,806,775 | $4,063,519 | $150,084,297 | $150,083,986 | $0 | $21,714,998 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $25,364,560 | $3,058,934 | $125,139,514 | $125,136,983 | $0 | $23,111,486 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $24,758,753 | $2,076,415 | $100,061,348 | $100,059,662 | $0 | $23,219,608 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $20,426,502 | $1,415,274 | $79,103,745 | $79,103,191 | $0 | $18,827,221 | $0 | 0 | 0 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
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| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND | CA | Y20 | $54,047,393 | $51,877,085 | FUND NURSE | $53,354 | Same NTEE code Y20, revenue within 2x, same state, similar mission |
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND | CA | Y20 | $47,221,038 | $48,846,315 | LABOR TRUSTEE | $323,487 | Same NTEE code Y20, revenue within 2x, same state |
| IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND | CA | Y20 | $40,441,700 | $35,355,483 | Secretary | $0 | Same NTEE code Y20, revenue within 2x, same state |
| CEMENT MASONS SOUTHERN CALIFORNIA HEALTH & WELFARE FUND | CA | Y20 | $40,807,632 | $35,177,415 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x, same state |
| WORKERS COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA | CA | Y20 | $44,111,480 | $43,101,820 | President/CEO | $1,450,999 | Same NTEE code Y20, revenue within 2x, same state |
| ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC | CA | Y20 | $117,699,226 | $127,561,636 | PRESIDENT | $524,492 | Same NTEE code Y20, revenue within 2x, same state |
| BAY AREA AUTOMOTIVE GROUP WELFARE FUND | CA | Y20 | $51,502,039 | $49,194,828 | CHAIRMAN | $0 | Same NTEE code Y20, revenue within 2x, same state |
| SURPLUS LINE ASSOCIATION OF CALIFORNIA | CA | Y20 | $35,815,570 | $30,898,115 | CEO & EXECUTIVE DIRECTOR | $1,202,017 | Same NTEE code Y20, revenue within 2x, same state |
| WRITERS GUILD OF AMERICA WEST INC | CA | Y20 | $42,244,718 | $39,614,649 | EXECUTIVE DIRECTOR | $951,945 | Same NTEE code Y20, revenue within 2x, same state |
| CITGO EMPLOYEES BENEFIT TRUST | OK | Y20 | $112,014,705 | $120,839,633 | TRUSTEE | $16,677 | Same NTEE code Y20, revenue within 2x |
| SERVICE EMPLOYEES HEALTH AND WELFARE TRUST | WA | Y20 | $48,685,676 | $47,711,416 | CHAIRMAN | $0 | Same NTEE code Y20, revenue within 2x |
| BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUST | TX | Y20 | $111,978,595 | $108,393,243 | Trustee | $20,000 | Same NTEE code Y20, revenue within 2x, similar mission |
| P G & E POST RETIREMENT MED PL TR NON-MGMT EMPLOYEES & RETIREES | PA | Y20 | $84,500,203 | $120,839,655 | TRUSTEE (SEE SCHEDULE O) | $446,290 | Same NTEE code Y20, revenue within 2x |
| WESTERN TEAMSTERS WELFARE TRUST | WA | Y20 | $73,253,134 | $83,934,401 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x, similar mission |
| CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR | VA | Y20 | $46,048,013 | $41,537,571 | Chair | $0 | Same NTEE code Y20, revenue within 2x |
| AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUST | IN | Y20 | $39,046,486 | $37,897,382 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x |
| SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND | WA | Y20 | $40,736,017 | $38,652,901 | TRUSTEE-CHAIRMAN | $0 | Same NTEE code Y20, revenue within 2x |
| BLEDSOE HEALTH TR | WA | Y20 | $50,821,413 | $42,637,999 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x, similar mission |
| CLEVELAND BAKERS LOCAL NO 19 HEALTH AND WELFARE FUND | OH | Y20 | $80,658,619 | $71,639,752 | Health and Welfare Manager | $165,973 | Same NTEE code Y20, revenue within 2x, similar mission |
| MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND | MN | Y20 | $75,218,410 | $63,873,051 | SECRETARY | $179,981 | Same NTEE code Y20, revenue within 2x |
| BERKS COUNTY SCHOOL DISTRICTS HEALTH TR | PA | Y20 | $116,794,948 | $122,697,511 | EXECUTIVE DIRECTOR THROUGH JUNE 2025 | $38,000 | Same NTEE code Y20, revenue within 2x |
| UNIVERSITY OF CHICAGO SELF INSURANCE TRUST | IL | Y20 | $44,175,679 | $80,187,937 | INSTITUTIONAL TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x |
| MINNEAPOLIS RETAIL MEAT CUTTERS AND FOOD HANDLERS | MN | Y20 | $47,158,856 | $54,526,592 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x |
| TEAMSTERS HEALTH AND WELFARE TRUST FUND | HI | Y20 | $52,342,345 | $48,987,477 | UNION TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x |
| UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND | OH | Y20 | $124,777,635 | $123,237,997 | EMPLOYER TRU | $0 | Same NTEE code Y20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $14,332,681 spent · pay $0 · grants $0 · events $3,070
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,840,606 | - | - | - | 96.6% | |
| Fees: management | $290,233 | - | - | - | 2.0% | |
| Fees: investment management | $75,000 | - | - | - | 0.5% | |
| Fees: accounting | $55,829 | - | - | - | 0.4% | |
| Fees: legal | $48,000 | - | - | - | 0.3% | |
| Office expenses | $12,955 | - | - | - | 0.1% | |
| Other (as described) | TAXES, FILING FEES, AND | $6,942 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $3,070 | - | - | - | 0.0% | |
| Fees: other services | $46 | - | - | - | 0.0% | |
| Total | $14,332,681 | 100% |
2023 · Form 990 · $12,890,166 spent · pay $0 · grants $0 · events $8,787
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $12,419,888 | - | - | - | 96.4% | |
| Fees: management | $275,214 | - | - | - | 2.1% | |
| Fees: investment management | $75,000 | - | - | - | 0.6% | |
| Fees: legal | $48,000 | - | - | - | 0.4% | |
| Fees: accounting | $31,273 | - | - | - | 0.2% | |
| Insurance | $22,847 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $8,787 | - | - | - | 0.1% | |
| Office expenses | $4,025 | - | - | - | 0.0% | |
| Other (as described) | TAXES, FILING FEES, AND | $3,909 | - | - | - | 0.0% |
| Fees: other services | $1,223 | - | - | - | 0.0% | |
| Total | $12,890,166 | 100% |
2022 · Form 990 · $12,343,069 spent · pay $0 · grants $0 · events $9,287
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,901,566 | - | - | - | 96.4% | |
| Fees: management | $259,370 | - | - | - | 2.1% | |
| Fees: investment management | $75,000 | - | - | - | 0.6% | |
| Fees: legal | $48,000 | - | - | - | 0.4% | |
| Fees: accounting | $23,867 | - | - | - | 0.2% | |
| Insurance | $18,337 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $9,287 | - | - | - | 0.1% | |
| Other (as described) | TAXES, FILING FEES, AND | $4,805 | - | - | - | 0.0% |
| Office expenses | $1,692 | - | - | - | 0.0% | |
| Fees: other services | $1,145 | - | - | - | 0.0% | |
| Total | $12,343,069 | 100% |
2021 · Form 990 · $10,836,298 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,441,183 | - | - | - | 96.4% | |
| Other (as described) | CONTRACT ADMINISTRATION | $240,652 | - | - | - | 2.2% |
| Fees: investment management | $75,000 | - | - | - | 0.7% | |
| Fees: legal | $36,000 | - | - | - | 0.3% | |
| Fees: accounting | $23,800 | - | - | - | 0.2% | |
| Insurance | $16,070 | - | - | - | 0.1% | |
| Other (as described) | TAXES, FILING FEES & DU | $2,493 | - | - | - | 0.0% |
| Other (as described) | MEMBERSHIP FEES | $1,100 | - | - | - | 0.0% |
| Total | $10,836,298 | 100% |
2020 · Form 990 · $9,051,232 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,662,530 | - | - | - | 95.7% | |
| Other (as described) | CONTRACT ADMINISTRATION | $216,919 | - | - | - | 2.4% |
| Fees: investment management | $75,000 | - | - | - | 0.8% | |
| Fees: legal | $36,000 | - | - | - | 0.4% | |
| Fees: accounting | $27,250 | - | - | - | 0.3% | |
| Insurance | $20,580 | - | - | - | 0.2% | |
| Office expenses | $6,953 | - | - | - | 0.1% | |
| Other (as described) | TAXES, FILING FEES & DU | $3,000 | - | - | - | 0.0% |
| Other (as described) | CLAIMS APPEAL SETTLEMEN | $3,000 | - | - | - | 0.0% |
| Total | $9,051,232 | 100% |
2019 · Form 990 · $8,329,594 spent · pay $0 · grants $0 · events $308
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,957,074 | - | - | - | 95.5% | |
| Other (as described) | CONTRACT ADMINISTRATION | $189,864 | - | - | - | 2.3% |
| Fees: investment management | $86,856 | - | - | - | 1.0% | |
| Fees: legal | $38,964 | - | - | - | 0.5% | |
| Fees: accounting | $22,750 | - | - | - | 0.3% | |
| Insurance | $16,070 | - | - | - | 0.2% | |
| Office expenses | $15,167 | - | - | - | 0.2% | |
| Other (as described) | TAXES, FILING FEES & DU | $2,541 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $308 | - | - | - | 0.0% | |
| Total | $8,329,594 | 100% |
2018 · Form 990 · $5,424,176 spent · pay $0 · grants $0 · events $11,872
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,111,016 | - | - | - | 94.2% | |
| Other (as described) | CONTRACT ADMINISTRATION | $121,795 | - | - | - | 2.2% |
| Fees: investment management | $96,689 | - | - | - | 1.8% | |
| Fees: legal | $38,062 | - | - | - | 0.7% | |
| Fees: accounting | $17,250 | - | - | - | 0.3% | |
| Insurance | $16,070 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $11,872 | - | - | - | 0.2% | |
| Office expenses | $8,608 | - | - | - | 0.2% | |
| Other (as described) | TAXES, FILING FEES & DU | $2,157 | - | - | - | 0.0% |
| Advertising and promotion | $657 | - | - | - | 0.0% | |
| Total | $5,424,176 | 100% |
2017 · Form 990 · $4,063,519 spent · pay $0 · grants $0 · events $172
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $3,651,698 | - | - | - | 89.9% | |
| Fees: investment management | $207,609 | - | - | - | 5.1% | |
| Other (as described) | CONTRACT ADMINISTRATION | $105,452 | - | - | - | 2.6% |
| Fees: legal | $38,297 | - | - | - | 0.9% | |
| Fees: accounting | $20,250 | - | - | - | 0.5% | |
| Insurance | $20,234 | - | - | - | 0.5% | |
| Other (as described) | ACTUARIAL FEES | $14,000 | - | - | - | 0.3% |
| Office expenses | $5,073 | - | - | - | 0.1% | |
| Other (as described) | TAXES, FILING FEES & DU | $734 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $172 | - | - | - | 0.0% | |
| Total | $4,063,519 | 100% |
2016 · Form 990 · $3,058,934 spent · pay $0 · grants $0 · events $124
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,716,532 | - | - | - | 88.8% | |
| Fees: investment management | $171,104 | - | - | - | 5.6% | |
| Other (as described) | CONTRACT ADMINISTRATION | $88,240 | - | - | - | 2.9% |
| Fees: legal | $37,432 | - | - | - | 1.2% | |
| Fees: accounting | $17,500 | - | - | - | 0.6% | |
| Insurance | $17,210 | - | - | - | 0.6% | |
| Office expenses | $10,335 | - | - | - | 0.3% | |
| Other (as described) | TAXES, FILING FEES & DU | $457 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $124 | - | - | - | 0.0% | |
| Total | $3,058,934 | 100% |
2015 · Form 990 · $2,076,415 spent · pay $0 · grants $0 · events $123
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $1,684,975 | - | - | - | 81.1% | |
| Fees: investment management | $235,387 | - | - | - | 11.3% | |
| Other (as described) | CONTRACT ADMINISTRATION | $70,621 | - | - | - | 3.4% |
| Fees: legal | $32,648 | - | - | - | 1.6% | |
| Insurance | $31,541 | - | - | - | 1.5% | |
| Fees: accounting | $17,150 | - | - | - | 0.8% | |
| Office expenses | $3,733 | - | - | - | 0.2% | |
| Other (as described) | TAXES, FILING FEES & DU | $237 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $123 | - | - | - | 0.0% | |
| Total | $2,076,415 | 100% |
2014 · Form 990 · $1,415,274 spent · pay $0 · grants $0 · events $211
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $1,066,014 | - | - | - | 75.3% | |
| Fees: investment management | $217,994 | - | - | - | 15.4% | |
| Other (as described) | CONTRACT ADMINISTRATION | $54,786 | - | - | - | 3.9% |
| Fees: legal | $34,566 | - | - | - | 2.4% | |
| Fees: accounting | $18,530 | - | - | - | 1.3% | |
| Insurance | $17,934 | - | - | - | 1.3% | |
| Office expenses | $5,194 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $211 | - | - | - | 0.0% | |
| Other (as described) | TAXES, FILING FEES & DU | $45 | - | - | - | 0.0% |
| Total | $1,415,274 | 100% |
State business registration
- TRUSTEES OF THE SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST WA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | TRUSTEES OF THE SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST | WA | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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